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Baystate Wealth Management’s MDU Resources MDU Stock Holding History

Baystate Wealth Management’s Portfolio MDU Stock Details MDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-3
Closed -$32 – 912
2021
Q4 		$0 Hold
3
– – ﹤0.01% 933
2021
Q3 		$0 Hold
3
– – ﹤0.01% 868
2021
Q2 		$0 Hold
3
– – ﹤0.01% 832
2021
Q1 		$0 Buy
+3
New +$33 ﹤0.01% 787
2019
Q2 		– Sell
-289
Closed -$3K – 666
2019
Q1 		$3K Buy
+289
New +$2.81K ﹤0.01% 473

Other funds holding MDU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Baystate Wealth Management's MDU Position: Q1 2022 in Review

Baystate Wealth Management sold out of MDU Resources (MDU) in Q1 2022, closing a stake of 3 shares — an estimated $32 sold.

Baystate Wealth Management first reported a position in MDU in Q1 2019 and held it in 5 quarters. The position peaked at $3K in Q1 2019. 411 funds tracked by Wall St. Rank hold MDU as of Q1 2022.

  • Baystate Wealth Management reported no remaining MDU Resources position as of Q1 2022 after selling out during the quarter.
  • Baystate Wealth Management sold 3 MDU Resources shares in Q1 2022, an estimated $32.
  • Baystate Wealth Management first reported a position in MDU Resources in Q1 2019 and held it in 5 quarters.
  • Baystate Wealth Management's MDU Resources position peaked at $3K in Q1 2019.
  • 411 funds tracked by Wall St. Rank held MDU Resources as of Q1 2022.

Based on Baystate Wealth Management's 13F filing for Q1 2022, filed 19 Apr 2022.